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Orion Email Format
Financial Services
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1,001-2,500 employees
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Omaha, NE, USA
Orion is a wealthtech company that delivers integrated technology and investment solutions to empower financial advisors and independent advisory firms across the United States.
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first.last@orion.com
Company Overview
Industry
Financial Services
Headquarters
Omaha, NE, USA
Revenue
$1B-$2.5B
FUNDING Stage
Private
Website
Key Executives
Natalie Wolfsen (Chief Executive Officer), Mark Mayo (Chief Financial Officer), Arun Anur (Chief Operating Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Orion?
Orion uses the first.last format on orion.com, so Jane Smith would be jane.smith@orion.com.
What are the two main business divisions of Orion?
Orion operates through two main divisions: Orion Advisor Technology, led by President Reed Colley, and Orion Wealth Management, led by President Ron Pruitt. The technology side includes tools like Redtail CRM and portfolio accounting, while the wealth side covers TAMP, OCIO, and proprietary investment solutions via Brinker Capital Investments.
Who is the CEO of Orion?
Natalie Wolfsen is the Chief Executive Officer of Orion. She joined after serving as CEO of AssetMark and brings nearly 30 years of financial services industry experience to the role.
Does Orion offer a CRM platform for financial advisors?
Yes, Orion includes Redtail Technology as part of its platform, providing a CRM solution specifically built for financial advisors. Redtail is integrated within the broader Orion Advisor Technology suite alongside portfolio accounting, trading, compliance, and financial planning tools.
How can I find and verify a specific Orion contact's email address?
Since Orion follows the first.last@orion.com format, you can build most contact emails directly from a name. A tool like Clay can help you verify those addresses or enrich a prospect list with confirmed Orion contacts across its 1,915-person team.
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4.9 rating